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Kestra Advisory Services, LLC: ZETA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on ZETA, newest first. How the timeline and the estimate are built.

Kestra Advisory Services, LLC held 48,043 ZETA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,043 shares
    Change vs previous 13F -2,728 shares

    <0.01% of the 13F portfolio, value $945,486.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 50,771 shares
    Change vs previous 13F +22,432 shares

    <0.01% of the 13F portfolio, value $808,274.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 28,339 shares
    Change vs previous 13F +14,820 shares

    <0.01% of the 13F portfolio, value $576,699.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,519 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $268,623.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).